Braden Proctor, financial advisor Holland MI

Braden Proctor

CRD Number: 4518967
Current Firm: S.a. Mason, LLC

Braden Proctor (CRD# 4518967) is an Investment Advisor Representative working at S.a. Mason, LLC in Holland, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
S.a. Mason LLC Grand Haven, MI May 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Braden L. Proctor
Phone Number: 616-355-3500
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    454
    MILLIONS
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $690,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, MI, TX

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